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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #210 out of 851,108 TipRanks' Investors
Success Rate
86%
124 out of 144
profitable transactions
Average Return
294.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.82%
6-Month Return▲ 20.73%
12-Month Return▲ 64.94%
YTD Return▲ 2.34%
Total Return▲ 237.69%

Best Trade

Opened at
Closed at-
Gain▲ 2562.48%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.65%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.55%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 4.85%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.82%
Dec 2025
▲ 5.17%
▲ 1.59%
▲ 2.34%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 4.90%
▲ 7.60%▲ 2.30%▲ 7.65%
▲ 2.76%▲ 2.05%▲ 4.52%
▲ 12.88%▲ 3.56%▲ 11.12%
▲ 10.96%▲ 2.38%▲ 7.55%
▼ 3.58%▲ 0.19%▼ 4.85%
▼ 0.10%▲ 0.08%▲ 1.82%
▲ 5.17%▲ 1.59%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boxlight
0%
▼ 99.55%
2
Sell
Jan 05, 2026
MoneyHero Limited
0%
▼ 87.37%
2
Sell
Jan 05, 2026
Alphatec Holdings
0%
▲ 26.66%
2
Sell
Jan 05, 2026
Direxion Daily MSCI Brazil Bull 2X Shares
0%
▲ 94.45%
2
Sell
Jan 05, 2026
Flagstar Financial
0.01%
▲ 2.20%
4
Sell
Jan 05, 2026
Target
0%
▼ 14.31%
7
Sell
Jan 05, 2026
Vanguard Large Cap Index Fund Institutional Shs
0.52%
▲ 0.84%
2
Buy
Dec 10, 2025
Vale SA
0.64%
▲ 43.24%
7
Buy
Nov 11, 2025
VF
0.44%
▲ 22.85%
6
Buy
Nov 11, 2025
Pfizer
0.5%
▲ 6.00%
3
Buy
Nov 11, 2025
Opendoor Technologies
0.29%
▼ 44.20%
1
Open
Sep 11, 2025
Vanguard Index Trust Small-Cap Index Fund Instl Shares
14.28%
▲ 42.45%
35
Buy
Jun 09, 2025
Palantir Technologies
64.42%
▲ 1,166.35%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.06%
▲ 44.23%
3
Buy
Mar 19, 2025
Intel
0.59%
▲ 51.33%
4
Buy
Mar 19, 2025
New Perspective Fund, Class A Shares
1.95%
▲ 30.70%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.04%
▲ 37.71%
8
Buy
Mar 12, 2025
Marvell
0.49%
▲ 17.46%
1
Open
Mar 12, 2025
IonQ
4.89%
▲ 794.10%
2
Buy
Sep 06, 2024
Nvidia
0.79%
▲ 81.42%
1
Open
Sep 06, 2024